Insights

Find out what's going on in the investment world.

Insights

Inspired Leadership: A Q&A With COO James Spinelli

The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under management growing substantially in recent years, according to the latest Evolution Revolution Report from the Investment Adviser Association and National Regulatory Services. This growth is driven by visionary and future-minded leaders who understand the industry’s … Continue reading “Inspired Leadership: A Q&A With COO James Spinelli”

RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking

Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the coronavirus pandemic, 2020 dealmaking activity bounced back, and Echelon Partners recorded a record-high 205 deals closed last year. The pace has not slowed in early 2021, with Q1 activity achieving a 65% increase over the … Continue reading “RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking”

Great Valley Advisor Group Acquires U.S. Financial Advisors: Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources

PAOLI, Pa. — May 11, 2021 — Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”), has acquired U.S. Financial Advisors (“USFA”). The acquisition expands GVA’s presence in the Greater Boston, Massachusetts, region and adds to its overall wealth and investment management capabilities for high-net-worth (“HNW”) individuals. Based in Braintree, Mass., USFA … Continue reading “Great Valley Advisor Group Acquires U.S. Financial Advisors: Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources”

Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology

Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool remains an important focus for the future. Technology is my passion, and I have always been keenly focused on its role in helping businesses grow and adapt, as well as its ability to revolutionize how … Continue reading “Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology”

M&A Leaders by Design: How GVA Has Proactively Built an Attractive Partnership Brand

RIA dealmaking activity continues to break records. While the pace of transactions slowed in early 2020 as the pandemic took hold, acquirers produced strong numbers in the latter half of the year. According to research from ECHELON Partners, 2020 dealmaking activities outpaced those of the prior year and fourth quarter 2020 activity was up 25% … Continue reading “M&A Leaders by Design: How GVA Has Proactively Built an Attractive Partnership Brand”

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